Shawn
Bennett

Inspire Advisors, LLC

CRD#2622451
Investment Advisor
in Gainesville, FL

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About this Advisor

Shawn Bennett is a financial advisor based in Gainesville, Florida, working with Inspire Advisors, LLC. Shawn has previously held positions at Valic Financial Advisors, Inc, Agia, and Inspire Advisors, LLC Dba Your Financial Legacy. Shawn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Shawn is part of Inspire Advisors, LLC, which operates out of Gainesville, Florida. The firm has 29 offices and 45 employees. The firm manages assets totaling $835.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Inspire Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Gainesville, FL

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Inspire Advisors, LLC Brokerage Details

Total Assets Under Management

$835,309,154

FL Average: $655,107,610
Total Number of Employees

45

FL Average: 12
Total Number of Accounts

2,857

FL Average: 770
Average Account Size

$292,373

FL Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Shawn Bennett Work History

2024 - Present (0 year)

Inspire Advisors, LLC Dba Your Financial Legacy

2022 - Present (2 years)

Agia

1997 - Present (27 years)

Valic Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Shawn Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspire Advisors, LLC

Paul Mcwilliams
Kailua, HI
Austin Walker
Meridian, ID
Derek Mauldin
Meridian, ID
David Eck
Meridian, ID
Eric Boyum
Caldwell, ID
Scott Harlan
Meridian, ID
Beau Zumbusch
Buffalo, MN
Andrew Lehman
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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